Archives

Progressive 401k Plan Design Results in Happier Employees. A plan sponsor with 1000 employees attending a TPSU program at Queens College in NYC explains how progressive plan design is ...

Revolutionizing the 401(k) Plan: Small Changes, Big Impact. Retirement industry kingpin Bob Reynolds posted an article recently on LinkedIn opining that building on the success of automatic features currently available ...

Should Your Plan Have an Education Policy Statement (EPS)?. The Department of Labor doesn’t require qualified retirement plans to have an education policy statement (EPS). But should your plan have ...

401k Request for Proposal: Best Practice Q&A Column Question to the RFP Expert:  We recently completed an Advisor RFP and will soon meet with the top three Finalists in-person.  ...

Best Practices for Selecting and Monitoring Your 401k Plan Advisor. Many 401k and 403b plan sponsors are confused about how to find, select and monitor their advisor. The best ...

Competition Spurs Dramatic Increase in 401k Deferral Rates. At a TPSU program in Tennessee held at Vanderbilt University, the General Manager of HR at a crane company describes how ...

White Labeling Benefits Both 401k Sponsors and Participants. We’ve written previously that too many investment choices can be overwhelming for retirement plan participants. One way to simplify your retirement ...

401k Eligible – Personalized Emails to Workers. People are inundated with emails and are less likely to open them up if they are from someone they don’t know, even ...

Employee Education Tools You Can Use. If your organization offers different types of benefits like a traditional 401(k), a Roth 401(k), and a health savings account (HSA), your employees might ...

Ideal 401k Plan – TPSU Alum Convinces Senior Management to Institute. The Ideal 401k Plan, simple and effective, is taught at every TPSU program but very few plans, especially smaller ...